FTA FIRST TR LRG CP VL ALPHADEX

Ownership history in Advisory Services Network, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR LRG CP VL ALPHADEX (FTA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2018 Q4)
Avg. % of fund
0.01%
First filed
2016 Q2
Last filed
2025 Q3
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,040 -717 -26.0% 0.00% $170K $82.83
2024 Q4 REDUCED 2,757 -39 -1.4% 0.00% $211K $74.95
2024 Q3 UNCHANGED 2,796 0% 0.00% $206K $77.13
2024 Q2 ADDED 2,796 +75 +2.8% 0.00% $206K $71.32
2024 Q1 ADDED 2,721 +64 +2.4% 0.00% $208K $73.68
2023 Q4 REDUCED 2,657 -174 -6.1% 0.00% $188K $68.06
2023 Q1 REDUCED 2,831 -36 -1.3% 0.01% $188K $62.67
2022 Q4 REDUCED 2,867 -564 -16.4% 0.01% $189K $61.83
2022 Q2 ADDED 3,431 +573 +20.0% 0.01% $213K $57.56
2022 Q1 ADDED 2,858 +120 +4.4% 0.01% $202K $65.06
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTA price (monthly, adj. close)
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